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Robert Brown

Operations & Bookkeeping

Rob Brown joined the firm in 2014, assisting with operations, admin, and accounting & bookkeeping.  He services several monthly clients, both in the office and on-site, with accounting and bookkeeping duties.  


Rob finished a certificate class at UCLA in Personal Financial Planning and sat for and passed the Certified Financial Planner (CFP) exam.  He is now licensed with the State of California and Texas as a Registered Investment Advisor (RIA)


The knowledge and skills he's obtained in insurance, investments, and tax planning have already proven to be valuable to our clientele.  


In his spare time Rob is an avid skiier and enjoys spending time with our two boys, Reb and Case.  

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